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SCHW

Charles Schwab
SCHW

Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
1476
Oak Harbor Wealth Partners
North Carolina
$314K +$75 +1 +0%
CFGS
1477
Concourse Financial Group Securities
Alabama
$313K -$56.9K -761 -16%
AF
1478
Aviso Financial
Ontario, Canada
$311K -$9.88K -132 -3%
JMFC
1479
J.M. Forbes & Co
Massachusetts
$311K +$314K +4,200 New
AWM
1480
Aberdeen Wealth Management
Illinois
$311K -$3.67K -49 -1%
CPW
1481
Catalyst Private Wealth
California
$310K -$21.3K -284 -6%
FA
1482
Fiduciary Alliance
South Carolina
$308K -$2.25K -30 -0.7%
TAM
1483
Trillium Asset Management
Massachusetts
$308K +$4.42K +59 +1%
KA
1484
Kovack Advisors
Florida
$308K -$8.9K -119 -3%
DP
1485
Denver PWM
Colorado
$307K -$16.5K -221 -5%
WA
1486
Waddell & Associates
Tennessee
$306K -$898 -12 -0.3%
QWP
1487
Quotient Wealth Partners
Texas
$304K -$1.5K -20 -0.5%
DWA
1488
Douglass Winthrop Advisors
New York
$304K – – –
TCOTS
1489
Trust Company of the South
North Carolina
$303K -$68.6K -917 -18%
KA
1490
Klingman & Associates
New York
$302K +$9.35K +125 +3%
OPWM
1491
Oxinas Partners Wealth Management
Indiana
$302K -$8.53K -114 -3%
BWS
1492
Broadway Wealth Solutions
Texas
$302K +$305K +4,077 New
MWM
1493
Maridea Wealth Management
New York
$302K +$305K +4,074 New
SIM
1494
Studio Investment Management
Illinois
$301K -$8.01K -107 -3%
CMAI
1495
Capital Management Associates Inc
Minnesota
$301K +$33.7K +451 +12%
MTIM
1496
Marathon Trading Investment Management
Pennsylvania
$300K -$549K -7,341 -64%
WP
1497
WealthPLAN Partners
Nebraska
$300K -$155K -2,073 -34%
NWWA
1498
New Wave Wealth Advisors
Arkansas
$300K -$14.7K -197 -5%
EL
1499
Essex LLC
Illinois
$300K – – –
LFAS
1500
Level Four Advisory Services
Texas
$298K +$24K +321 +9%
58 59
60
61 62